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Abich Financial Wealth Management’s Lincoln National LNC Stock Holding History

Abich Financial Wealth Management’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$142K Buy
+3,529
New +$136K 0.05% 165
2024
Q3 		– Sell
-79
Closed -$2.46K – 665
2024
Q2 		$2.46K Sell
79
-1,498
-95% -$45.3K ﹤0.01% 447
2024
Q1 		$50.4K Buy
1,577
+525
+50% +$14.5K 0.04% 135
2023
Q4 		$28.4K Buy
+1,052
New +$25.3K 0.03% 160

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Abich Financial Wealth Management's LNC Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Lincoln National (LNC) in Q3 2025: 3,529 shares worth $142K. The stake represents 0.05% of the portfolio and ranks #165 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in LNC as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in LNC in Q4 2023 and has held it in 4 quarters since. 605 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • Abich Financial Wealth Management held 3,529 shares of Lincoln National worth $142K as of Q3 2025.
  • Lincoln National was a new Abich Financial Wealth Management position in Q3 2025.
  • Lincoln National made up 0.05% of Abich Financial Wealth Management's portfolio in Q3 2025, its #165 holding.
  • Abich Financial Wealth Management first reported a position in Lincoln National in Q4 2023 and has held it in 4 quarters since.
  • 605 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.